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Wetzel Investment Advisors’s Capital One COF Stock Holding History

Wetzel Investment Advisors’s Portfolio COF Stock Details COF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-13
Closed -$1.94K – 260
2024
Q2 		$1.94K Hold
13
– – ﹤0.01% 753
2024
Q1 		$1.84K Sell
13
-37
-74% -$5.01K ﹤0.01% 864
2023
Q4 		$7K Buy
+50
New +$5.39K ﹤0.01% 597

Other funds holding COF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wetzel Investment Advisors's COF Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Capital One (COF) in Q3 2024, closing a stake of 13 shares — an estimated $1.94K sold.

Wetzel Investment Advisors first reported a position in COF in Q4 2023 and held it in 3 quarters. The position peaked at $7K in Q4 2023. 1,223 funds tracked by Wall St. Rank hold COF as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Capital One position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 13 Capital One shares in Q3 2024, an estimated $1.94K.
  • Wetzel Investment Advisors first reported a position in Capital One in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Capital One position peaked at $7K in Q4 2023.
  • 1,223 funds tracked by Wall St. Rank held Capital One as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.